Relationship Manager

2 days ago


Gurgaon, Haryana, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Sky Phygital - Relationship Manager-Sky Channel-Phygital

Job Role

  • Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped )
  • Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book
  • Deepening of CA SA and TD mapped relationships.
  • Meeting and conversion on leads from VRM and CEC.
  • Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.
  • Ensuring customer stickiness and category upgrade.
  • Acquisition, X-sell of business & Service activations to existing customers
  • Explain all the Facilities of the Bank in Form of Demonstration both online / offline
  • Enroll the customer for the services which would be useful for him
  • Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance.
  • Speed and efficiency of service given
  • Sales targets for banks and investment products.
  • Customer acquisition from Family Household & referrals.
  • Have higher NPs scores

Jo Requirement

  • Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance
  • Must be energetic, confident and go-getter
Experience LevelMid Level
  • Digital Dentist

    1 week ago


    Gurgaon, Haryana, India HR Manager Full time ₹ 2,40,000 - ₹ 3,00,000 per year

    Key Responsibilities:1) Digital Treatment Planning: Utilize state-of-the-art 3D intraoral scanners and digital software to create precise digital impressions and treatment planning.2) Consultations: Provide thorough consultations to patients, explaining treatment options including costs, benefits, and expected outcomes of various dental treatments and smile...


  • Gurgaon, Haryana, India Kotak Mahindra Bank Full time

    Relationship Manager-Affluent-Priority-Regional sales As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions...


  • Gurgaon, Haryana, India Nexionpro Services LLP Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Job description:Job Title: Wealth Relationship Manager (Wealth RM)Role OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.Key...


  • Gurgaon, Haryana, India Grihum Housing Finance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionGrihum Housing Finance Limited (formerly Poonawalla Housing Finance) is a national-scale affordable housing finance company with Humility, Trust, and Togetherness as its core values. Dedicated to making homeownership a reality for those overlooked by India's mainstream lenders, Grihum Housing Finance serves low and middle-income groups...


  • Gurgaon, Haryana, India NexionPro Full time ₹ 5,00,000 - ₹ 7,00,000 per year

    Job Title: Wealth Relationship Manager (Wealth RM)Company: Myraa WealthLocation: M3M , Sector 65 ,GurugramExperience: 5–7 YearsAbout Myraa WealthMyraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering...


  • Gurgaon, Haryana, India nexionpro Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Job Title: Wealth Relationship Manager (Wealth RM)Company: Myraa WealthLocation: M3M , Sector 65 ,GurugramExperience: 5–7 YearsAbout Myraa WealthMyraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering...


  • Gurgaon, Haryana, India TP Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Profile: Relationship Manager – High Net-Worth ClientsWe are seeking a polished and proactive Relationship Manager with prior experience in handling high net-worth individuals (HNIs), preferably from banking, wealth management, hospitality, aviation, or premium customer service backgrounds. The ideal candidate will possess exceptional verbal and...


  • Gurgaon, Haryana, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    Relationship Manager-PRIME VISHWAAS-Sales Relationship Manager – Prime Vishwaas Sales – M1 Job role & Responsibilities:Manage Auto loan through Car Dealers, Direct Sales Agents & Direct Sales Teams Empanelment of New car Dealers, DSA & DST in the Market Accountable for sales performance & Productivity of team Conduct Training for all the...


  • Gurgaon, Haryana, India Kotak Mahindra Bank Full time

    Manager-Corporate Employee Solutions-CORPORATE EMPLOYEE SOLUTIONS-Relationship ManagerAs a Manager in the Corporate Employee Solutions vertical, you will be responsible for driving business growth by enhancing the deposit pool, cross-selling financial products, and ensuring high standards of service delivery across mapped branches. This role involves...

  • Relationship Manager

    6 hours ago


    Gurgaon, Haryana, India DLD GROUP Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    **Job Title: Relationship ManagerLocation: Sector 74A, GurgoanExperience Required:Minimum 2+ years of experience in Real Estate sales (mandatory)Job Description:We are looking for a dynamic and result-driven Relationship Manager to join our team. The RM will be responsible for managing client relationships and CP relationships, generating new business, and...